Connect Jotform and Docugami to Build Intelligent Automations

Choose a Trigger

Jotform

When this happens...

Choose an Action

Docugami

Automatically do this!

Ready to use Jotform and Docugami automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Submission

New Submission

Runs when a new submission is added to a specific form.

Create Project

Create Project

Triggers when new projects are created within the selected time interval.

Create Docsets

Create Docsets

Triggers when new docsets are created within the selected time interval.

Request a new Trigger for Jotform

Do thisActions

Action is the task that follows automatically within your Jotform integrations.

Create Form

Create Form

Create a new form to collect responses.

List Forms

List Forms

List all your Jotform forms with each form's ID, title, status, date of last submission, and form link.

Create Submission

Create Submission

Create a Jotform submission from provided responses and return the submission ID and URL.

List Form Questions

List Form Questions

Lists all questions from a Jotform form using its form ID.

Add Question

Add Question

Adds a new question to a form.

Create a docset

Create a docset

Create a docset in Docugami.

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Step by step guides to integrate Jotform and Docugami

Frequently Asked Questions

How do I start an integration between Jotform and Docugami?

To start, connect both your Jotform and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Jotform triggers actions in Docugami (or vice versa).

Can we customize how data from Jotform is recorded in Docugami?

Absolutely. You can customize how Jotform data is recorded in Docugami. This includes choosing which data fields go into which fields of Docugami, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Jotform and Docugami?

The data sync between Jotform and Docugami typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Jotform to Docugami?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Jotform and Docugami?

Yes, you can set conditional logic to control the flow of data between Jotform and Docugami. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Jotform

About Jotform

Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.

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Docugami

About Docugami

Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.

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